Communication

Industry News

Treat clients fairly during postal strike: FSRA

Regulator reminds industry to use alternate communications during disruption

By James Langton |September 29, 2025

1 min read

Regulation

CIRO proposes new guidance for DIY investing

SRO would allow discount brokers to boost communication with investors

By James Langton |August 12, 2025

3 min read

Planning and Advice

Coaching clients through a volatile market

Active listening and putting returns in historical context can be effective communication strategies

By Daniel Calabretta |June 6, 2022

3 min read

Advisor's Edge

Total cost reporting is coming

Five years into CRM2, the cracks are showing

By Mark Burgess |March 14, 2022

7 min read

Advisor's Edge

When client communication may not be from your client

Advisors share how they respond to unusual email

By Michelle Schriver |November 2, 2021

3 min read

Advisor's Edge

What was the biggest lesson you learned during the pandemic?

We asked three advisors

By Allan Janssen |October 4, 2021

2 min read

Advisor's Edge

Racial justice, one year later

Editorial: Financial firms still have work to do in acknowledging their role in systemic racism

By Melissa Shin |May 11, 2021

4 min read

Market Insights

Investment insights for a telecom sector in flux

A CRTC ruling and a merger of heavyweights leaves investors with much to ponder

By Mark Burgess |April 28, 2021

3 min read

Advisor's Edge

Design thinking for advisors

Too often, financial planning is viewed only as a math problem

By Susan Goldberg |October 30, 2020

6 min read

Planning and Advice

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

By Rick Goossen |July 30, 2020

3 min read

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